+30.7%
NBIS vs FIS
-53.6%
+84.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +4.2% | -14.1% | -9.2% |
| 7D | -10.5% | +2.8% | -13.3% | -10.0% |
| 30D | -37.7% | -16.7% | -21.0% | -39.0% |
| 3M | -54.6% | -32.3% | -22.3% | -58.6% |
| 6M | -44.1% | -29.1% | -15.0% | -47.2% |
| YTD | +38.4% | -54.1% | +92.6% | +47.2% |
| 1Y | +30.7% | -53.7% | +84.5% | +39.8% |
| All | +30.7% | -53.6% | +84.3% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling